How to View and Manage Deals

In this article we will learn about

What is Deal?
How to Create Deal
How to Edit Existing Deal Details
How to Delete Deal

What is Deal?

Note :

To view the Deals You will need to have Permission : Deals > Deal_User >> View : Yes
To Create a Deal You will need to have Permission : Deals > Deal_User >> Create : Yes
To Edit the existing Deal You will need to have Permission : Deal > Deal_User >> Edit : Yes
To Delete the Deal You will need to have Permission : Deal > Deal_User >> Delete : Yes

How to Create Deal

Using the side bar menu, Navigate to the CRM and click on the Deals.

Clicking on the Deals, opens up a below page where you can view and manage the deals.

To add a new deal, click on the +Add Button.

Clicking on the +Add Button opens up a Add New Deal form.

The form Section inlcudes :

Name : This is Mandatory field where you have to enter First Name and Last Name of the Deal.
Address : Includes fields for Unit No, Address 1 (required), Address 2, Suburb (required), State (dropdown selection, required), and Postal Code (required).
Branch : A dropdown field to specify the branch associated with the Deal.
Source : A field to specify the Deal source (e.g., advertisement, linkedin, website).
Notes : A text area for additional information about the lead.

Note: After entering all the required details, click the "Save" button to add the Deal in the system.

Edit Existing Deal Details

To edit the Deal, first locate the deal using the search option. Then click on the Pencil(Edit) icon next to the Deal you want to edit.

After Clicking the Edit icon, a form will appear displaying the deal current details.

Now, You can make the necessary updates like Name, Address, Branch, Sources, or You can add Notes related to Deal.

Once you finish updating the required information click on Save Button to save any changes made to the deal information.

Delete Deal From the System

To delete a Deal simply click the delete(Trash bin) Icon next to the deal you want to delete.

Clicking a Delete(Trash Bin) icon a prompt will appear with the options to Cancel or Yes Delete. If you still wish to delete the Deal click > Yes Delete, if not then select Cancel.